Atlanta Wealth Management

Atlanta, Georgia

3372 Peachtree Road NE, Suite 115
Atlanta, GA 30326
Phone: 470.480.3101
Fax: 470.689.0013

Get in touch

Our wealth management team in Atlanta can build and execute a personalized financial plan designed for your big picture. This approach is ideal for developing creative strategies around complex finances and taxes. 

Our team lives by a fiduciary responsibility to put your interests’ first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations such as Foundation for Hospital Art.

Driving directions

Atlanta map

Meet your Atlanta wealth management team

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

View Profile

Annika Williams, CFA

Advisor

As a senior lead advisor, I work to support other advisors and make sure they have the too...

View Profile

Matt Mormino, CFP®

Senior Lead Advisor

Talk to an Atlanta financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    Dan S., Brighton Jones client